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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,611 | $157,296-43.0% | $141,191-36.5% | $152,897-41.4% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,189 | $5,262-77.4% | $4,736-74.9% | $4,764-75.0% |
| Participant deferral / active EE | $3,661 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $1,696 | $12,125-86.0% | $10,264-83.5% | $11,599-85.4% |